| Sawyer & Company, Inc | 0001722436 | Apr 22, 2025 | 175 | $247.6M |
| Clarity Capital Partners LLC | 0002012239 | Apr 28, 2025 | 120 | $247.7M |
| jvl associates llc | 0001915765 | Apr 3, 2025 | 58 | $247.8M |
| Santori & Peters, Inc. | 0001730959 | Apr 24, 2025 | 64 | $248.0M |
| Letson Investment Management, Inc. | 0002078069 | Aug 14, 2025 | 88 | $248.0M |
| Essential Planning, LLC. | 0001949824 | May 8, 2025 | 81 | $248.2M |
| Kanen Wealth Management LLC | 0001681614 | Jun 13, 2025 | 23 | $248.2M |
| DHJJ Financial Advisors, Ltd. | 0001844716 | Apr 18, 2025 | 933 | $248.3M |
| DORVAL Corp | 0001999144 | Apr 23, 2025 | 36 | $248.6M |
| Access Financial Services, Inc. | 0001699622 | Apr 17, 2025 | 95 | $248.6M |
| RFP Financial Group LLC | 0001956564 | Apr 22, 2025 | 123 | $248.6M |
| Sandy Cove Advisors, LLC | 0001908217 | May 12, 2025 | 120 | $248.9M |
| Aubrey Capital Management Ltd | 0001730754 | Apr 16, 2025 | 52 | $249.0M |
| Strategic Investment Management, LLC | 0000846633 | Apr 30, 2025 | 21 | $249.0M |
| Arcus Capital Partners, LLC | 0001651960 | Apr 30, 2025 | 118 | $249.1M |
| Axq Capital, LP | 0001916908 | May 13, 2025 | 477 | $249.4M |
| Select Asset Management & Trust | 0001600636 | May 12, 2025 | 71 | $249.5M |
| Eley Financial Management, Inc | 0001965267 | May 13, 2025 | 66 | $249.5M |
| Rogco, LP | 0001998892 | Apr 30, 2025 | 211 | $249.7M |
| Pegasus Asset Management, Inc. | 0001729049 | Apr 21, 2025 | 64 | $249.8M |
| Georgetown University | 0001730469 | May 15, 2025 | 16 | $249.9M |
| Agur Provident & Training Funds Management Ltd. | 0001670627 | May 12, 2025 | 21 | $249.9M |
| Pine Harbor Wealth Management, LLC | 0002016051 | May 14, 2025 | 94 | $249.9M |
| Anchorage Capital Group, L.L.C. | 0001300714 | May 15, 2025 | 7 | $250.1M |
| Goepper Burkhardt LLC | 0001844142 | May 6, 2025 | 97 | $250.1M |
| Watershed Private Wealth LLC | 0001965271 | Apr 10, 2025 | 111 | $250.1M |
| Indigo Partners LLC | 0001846122 | May 15, 2025 | 2 | $250.2M |
| Allred Capital Management, LLC | 0001765885 | May 15, 2025 | 160 | $250.2M |
| Vigilare Wealth Management | 0001730889 | Jul 18, 2025 | 102 | $250.4M |
| Transatlantique Private Wealth LLC | 0001935000 | May 13, 2025 | 207 | $250.6M |
| Independent Wealth Network Inc. | 0001891240 | May 2, 2025 | 245 | $250.7M |
| Kelleher Financial Advisors | 0001507971 | May 14, 2025 | 127 | $250.9M |
| Marcho Partners LLP | 0001782974 | May 13, 2025 | 8 | $251.0M |
| Cape Investment Advisory, Inc. | 0001944437 | May 16, 2025 | 1,135 | $251.1M |
| David Kennon Inc | 0001954126 | Apr 23, 2025 | 36 | $251.2M |
| Financial Insights, Inc. | 0001642058 | Apr 25, 2025 | 111 | $251.2M |
| Point Windward Advisors Inc. | 0001356202 | Apr 23, 2025 | 98 | $251.3M |
| Golden Reserve Retirement LLC | 0002066488 | May 8, 2025 | 17 | $251.3M |
| Montgomery Investment Management Inc. | 0001272544 | May 6, 2025 | 93 | $251.3M |
| TSA Wealth Managment LLC | 0001963669 | Apr 23, 2025 | 72 | $251.5M |
| Briaud Financial Planning Inc | 0001800586 | May 9, 2025 | 209 | $251.7M |
| Swmg, LLC | 0001839255 | Apr 28, 2025 | 111 | $252.1M |
| Blueshift Asset Management, LLC | 0001727827 | May 8, 2025 | 382 | $252.3M |
| Alta Fox Capital Management, LLC | 0001858353 | May 15, 2025 | 15 | $252.3M |
| Science & Technology Partners, L.P. | 0002029433 | May 15, 2025 | 25 | $252.4M |
| Tilson Financial Group, Inc. | 0001964820 | Apr 29, 2025 | 72 | $252.8M |
| RBA Wealth Management, LLC | 0001776296 | Apr 25, 2025 | 94 | $252.8M |
| Cherrydale Wealth Management, LLC | 0001907327 | Apr 14, 2025 | 73 | $252.9M |
| CGC Financial Services, LLC | 0001992785 | Apr 14, 2025 | 337 | $252.9M |
| Bennett Selby Investments LP | 0001840740 | Apr 14, 2025 | 75 | $253.0M |
| Mariner Investment Group LLC | 0001096978 | May 5, 2025 | 27 | $253.1M |
| Peachtree Investment Partners, LLC | 0001743863 | May 12, 2025 | 125 | $253.1M |
| Roth Financial Partners LLC | 0001840888 | Apr 18, 2025 | 31 | $253.2M |
| Florida Financial Advisors, LLC | 0002050972 | May 1, 2025 | 247 | $253.6M |
| Defender Capital, LLC. | 0001766929 | Apr 28, 2025 | 35 | $253.6M |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0001327944 | Apr 7, 2025 | 137 | $253.6M |
| IronBridge Private Wealth, LLC | 0001850996 | May 15, 2025 | 53 | $253.9M |
| Skyline Advisors, Inc. | 0001843832 | Apr 15, 2025 | 88 | $253.9M |
| Carmel Capital Partners, LLC | 0001900481 | May 5, 2025 | 150 | $254.3M |
| Excalibur Management Corp. | 0001009003 | May 8, 2025 | 167 | $254.4M |
| Doma Perpetual Capital Management LLC | 0001962221 | May 15, 2025 | 10 | $254.4M |
| Freemont Management S.A. | 0001609120 | May 7, 2025 | 85 | $254.4M |
| Veracity Capital LLC | 0001811005 | Apr 10, 2025 | 222 | $254.5M |
| Naman Capital Ltda | 0001946136 | May 15, 2025 | 12 | $254.7M |
| Arlington Partners LLC | 0001389848 | Apr 23, 2025 | 58 | $254.8M |
| Richard W. Paul & Associates, LLC | 0001964203 | May 12, 2025 | 337 | $255.0M |
| Baker Tilly Wealth Management, LLC | 0001840565 | Apr 9, 2025 | 237 | $255.0M |
| Addison Capital Co | 0001581465 | May 28, 2025 | 139 | $255.2M |
| Impact Asset Management GmbH | 0002068799 | Aug 14, 2025 | 75 | $255.2M |
| Warren Street Wealth Advisors, LLC | 0001703496 | Apr 10, 2025 | 111 | $255.3M |
| Castle Wealth Management LLC | 0001936420 | Apr 28, 2025 | 126 | $255.4M |
| PCJ Investment Counsel Ltd. | 0001426318 | May 12, 2025 | 64 | $255.7M |
| Moseley Investment Management Inc. | 0000906396 | Apr 15, 2025 | 151 | $255.7M |
| Vista Investment Management | 0001740140 | May 15, 2025 | 172 | $255.7M |
| Pineridge Advisors LLC | 0002012421 | Apr 30, 2025 | 510 | $255.9M |
| Adirondack Trust Co. | 0001054257 | Apr 3, 2025 | 477 | $255.9M |
| Retirement Capital Strategies | 0001672681 | May 14, 2025 | 77 | $256.1M |
| FSB Premier Wealth Management, Inc. | 0000887748 | May 8, 2025 | 206 | $256.4M |
| Palo Alto Wealth Advisors, LLC | 0001964382 | May 15, 2025 | 52 | $256.4M |
| Atlas Wealth LLC | 0001964106 | May 8, 2025 | 97 | $256.4M |
| Bell & Brown Wealth Advisors, LLC | 0001725362 | May 7, 2025 | 69 | $256.4M |
| Windward Private Wealth Management Inc. | 0001835866 | May 8, 2025 | 42 | $256.5M |
| All Terrain Financial Advisors, LLC | 0001731358 | May 15, 2025 | 82 | $256.6M |
| Signature Wealth Management Group | 0001736666 | Apr 17, 2025 | 113 | $256.6M |
| Canopy Partners, LLC | 0001960860 | May 7, 2025 | 217 | $256.6M |
| Retirement Financial Solutions, LLC | 0001962532 | Mar 10, 2026 | 37 | $256.9M |
| Shaker Financial Services, LLC | 0001511794 | May 9, 2025 | 153 | $256.9M |
| Mindset Wealth Management, LLC | 0002044232 | May 15, 2025 | 148 | $256.9M |
| Thomas Story & Son LLC | 0001505207 | May 13, 2025 | 49 | $256.9M |
| Client 1ST Advisory Group, LLC | 0001802816 | May 19, 2025 | 130 | $256.9M |
| Fortem Financial Group, LLC | 0001766509 | May 1, 2025 | 185 | $257.0M |
| Veery Capital, LLC | 0001844375 | Apr 8, 2025 | 92 | $257.1M |
| First Citizens Asset Management, Inc. | 0001964116 | Apr 28, 2026 | 26 | $257.1M |
| Whelan Financial | 0001894921 | Apr 29, 2025 | 63 | $257.1M |
| Altrafin AG | 0002110313 | Feb 17, 2026 | 45 | $257.3M |
| Team Hewins, LLC | 0001964760 | Jul 8, 2025 | 36 | $257.4M |
| Juncture Wealth Strategies, LLC | 0001632866 | Apr 10, 2025 | 122 | $257.4M |
| Solitude Financial Services | 0001839890 | May 9, 2025 | 36 | $257.5M |
| Clarus Group, Inc. | 0001844568 | Apr 25, 2025 | 97 | $257.5M |
| Roman Butler Fullerton & Co. | 0000733444 | Apr 21, 2025 | 221 | $257.6M |